Question:

How to send meeting invites in CRM Engage Meeting?

Answer:

CRM Engage Meeting invites can be sent Manually or using Veeva Approved Email.

• Send invites manually: The host can manually copy and paste the meeting details into an invite using their preferred email client

• 1. Click on the information (i) icon next to the meeting. If the meeting is with a group, click the Send Invitations link on the meeting.
  2. A unique participant URL is displayed for each attendee on the call (meeting).
  3. Click the icon next to the participant URL to copy the URL.
  4. Create the invite(s) including the URL using a preferred email client.
     
     
• Send invites using Veeva Approved Email: The Send Invitation option will be available for organisations using Approved Email. The email template will dynamically insert the meeting details

• 1. A list of approved Engage Meeting Invite templates is displayed.
  2. Select the relevant template, edit it and send the email to the attendee(s).
  3. Approved Emails can be used to send reminder emails to the attendee(s).

CRM user attendees can not receive Approve Email invites. 

Related Documentation:

CRM Online help: Scheduling and Starting an Engage Meeting